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FINANCIAL PLANNING

INDUSTRY NEWS

The representative body of advisers in AXA dealer groups, the Authorised Representatives Association (ARA), has backed down on threats to withdraw from the peak industry ...

INDUSTRY NEWS

A Westpac Banking Corporation strategic review going under the moniker of Project Sunrise may be inadvertently fuelling a large number of adviser departures from the grou...

INDUSTRY NEWS

Are your client communications keeping you ‘top of mind’ with clients? Or are they gradually eroding your relationships? Richard Rasker explores how you can make your cli...

INDUSTRY NEWS

John Wilkinson discovers there is a whole lot of rebating going on between platforms and dealer groups – but many platforms are shy about revealing the exact nature of th...

INDUSTRY NEWS

As an investment vehicle, pooled development funds (PDF) are not new. However, changes in the taxation of these funds has resulted in their revival. John Wilkinson report...

INDUSTRY NEWS

Cerulli’s predictions on the future of Australian platforms have so far proven unfounded, reports Mike Taylor....

INDUSTRY NEWS

Inflows into master trusts and wraps have grown at a rapid rate but what happens to the funds once they are in the door. Jason Spits looks at where they go, who makes the...

INDUSTRY NEWS

Financial planning dealer group Associated Planners Financial Services (APFS) announced today, in what will be an industry first, its intentions to turn its back on soft ...

INDUSTRY NEWS

Australian Unity has broken through the $2 billion funds under management (FUM) figure for the first time, on the back of a jump in inflows early this year – up 100 per c...

INDUSTRY NEWS

The Federal Government has accused the Australian Labor Party of pilfering its superannuation policies, following yesterday’s announcement by the Opposition of the first ...

INDUSTRY NEWS

BT Financial Group has expanded its distribution team with Don Sillar moving from the group’s corporate superannuation division to head up wrap account distribution....

INDUSTRY NEWS

Perpetual’s new investment platform has hit the ground running by starting with three dealer groups already signed to use the system....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 day 23 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks 1 day ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 days 19 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 3 days ago